Team – Health Key Accounts
Working Pattern - Remote, full time. UK and International travel as required.
Top 3 skills needed for this role:
1. Excellent communication skills
2. Comprehensive experience of broker intermediary
3. Private medical insurance or employee benefits background
What this role is all about:
Key Actions
4. Consistently meeting or exceeding New Business sales targets and goals, whilst being accountable for portfolio growth and persistency
5. Accountable for the identification, quoting, on-boarding and finalisation of business
6. Arrange handover of new business whilst ensuring an excellent new business joining experience and customer journey
7. Manage Intermediary Portfolio Growth to ensure lapses are within tolerance and net sales achieve year on year growth
8. Identify and convert new business opportunities across business segments
9. Expanding opportunities to represent Vitality Health via face-to-face interactions, championing it values and actively raising the profile of the company’s perception
10. Build and maintain durable and productive business relationships with all allocated Advisers on panel optimising our Adviser sentiment management model and Management Information (MI) to pro-actively drive sales revenue from Advocate and Support brokers. This will be delivered through face-to-face and virtual meetings with every Intermediary firm on a regular basis
11. Effective use of all available MI to manage sales opportunities, ensuring maximum conversion of high-quality business. Monitoring persistency / lapse levels and intervening by assisting in setting remedial performance measures with stakeholders / principals
12. Attend a series of seminars across the country with a view to educating market intermediaries around the innovation and importance of Vitality to achieve inclusion within the advisers’ advice model
13. Promote all Vitality Health products and Employer wellness services to engage their Intermediaries to aid their clients to implement well-being solutions to inspire positive behavioural change to help foster build a healthier and more productive workforce.
14. Take accountability to manage own personal development and ensuring product, process and market knowledge is always accurate and up to date. Sit and attain high pass rate in all product accreditations
15. Presenting (1:1 or team always based) of technical training and sales messages to their Adviser panel
What do you need to thrive?
16. Proven oral and written communication and skills
17. Experience in private medical insurance and Intermediary Sales Experience
18. Experience and ability to liaise with all levels both externally and internally
19. Working knowledge of applications such as Word, Powerpoint and computer literacy
20. You will have a strong educational background
21. Financial services background
So, what’s in it for you?
22. Bonus Schemes – A bonus that regularly rewards you for your performance
23. A pension of up to 12%– We will match your contributions up to 6% of your salary
24. Our award-winning Vitality health insurance – With its own set of rewards and benefits
25. Life Assurance – Four times annual salary
These are just some of the many perks that we offer! To view the extensive range of benefits we offer, please visit our careers page. Fantastic Benefits. Exciting rewards. Great career opportunities!
If you are successful in your application and join us at Vitality, this is our promise to you, we will:
26. Help you to be the healthiest you’ve ever been
27. Create an environment that embraces you as you are and enables you to be your best self
28. Give you flexibility on how, where and when you work
29. Help you advance your career by playing you to your strengths
30. Give you a voice to help our business grow and make Vitality a great place to be
31. Give you the space to try, fail and learn
32. Provide a healthy balance of challenge and support
33. Recognise and reward you with a competitive salary and amazing benefits
34. Be there for you when you need us
35. Provide opportunities for you to be a force for good in society
We commit to all these things because we want you to feel that you belong, and are supported to be happy and healthy.